We are using a Territory Model in our Salesforce org. As part of this setup, we have made Country and State mandatory on Account.
Since Address is a compound field, we cannot directly make Country and State individually required using standard field-level required settings. Therefore, we implemented validation rules on the Account object to enforce these requirements.
๐น Current Implementation
We have separate validation rules on Account such as:
- Billing Country required
- Billing State required (based on selected countries)
These rules ensure data quality for the territory assignment logic.
๐น Issue During Lead Conversion
During Lead Conversion, these Account validation rules are firing and blocking the conversion.
However, the problem is:
- Each validation rule fires separately
- Users receive multiple step-by-step errors (Country first, then State, etc.)
- This creates a poor user experience during conversion
๐น Our Attempted Solution
To improve the user experience, we implemented a before-save Lead Record-Triggered Flow to:
- Detect missing required fields
- Group all missing field errors
- Show a single consolidated custom error message using Flow error handling
๐น Problem We Are Facing
Even after implementing the Flow-based custom error handling:
- Account validation rules are still firing first during Lead conversion
- The validation rule error appears before the Flow custom error message
- As a result, users do not see the consolidated error message we intended
๐น Expected Behavior
We want the system to:
- Validate missing Country/State in a grouped way (preferred UX)
- Show a single consolidated error message (via Flow or custom logic)
- Avoid multiple validation rule errors during Lead conversion
- Ensure smooth Lead โ Account conversion experience
๐น Question / Help Needed
Is there a better approach to:
- Enforce required Country and State on Account without relying heavily on validation rules?
- OR control the execution order so Flow-based validation is shown before Account validation rules during Lead conversion?
- OR design a best practice pattern for handling required Address fields in Territory-based implementations?
One option might be to handle the checks in a single Account validation rule, so users get one message listing both missing fields. Iโd also be careful about relying on Flow for this since the Account validations can still run during conversion. A single rule with clear conditions may keep the conversion process much simpler.
